How to Deactivate an Employee Record

How to Deactivate an Employee Record

If an employee leaves your firm, you may want to deactivate (archive) their record.  Archiving removes the employee from all Client Service Teams, prevents users from messaging the employee, and prevents the employee from accessing Liscio.  Only Firm Admins have the ability to archive an employee.

  1. First, bulk reassign the employee's open and pending review tasks.
  2. Click the ellipsis (three dots) under your profile picture on the left side of the screen. 
  3. Click Admin.
  4. Click Users.
  5. Click the Employees tab at the top of the page. 
  6. Find and hover over the Employee that you would like to deactivate. 
    Note: To check the employee's inbox, click the Login As icon to log into their account. Use the ellipses (three dots) in bottom-left corner to switch back to your account.
  7. Click the Edit icon.
  8. Remove their Signing Authority.
  9. Click Update.
  10. Click Archive Employee in the upper right-hand corner.
  11. Click Proceed.

                 


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